Upfront Investment and Recovery Risks in New and SaaS Businesses
First written in FY2024. 1 of 3 entries say "Restated". Latest entry: 2026-08-04.
TASUKI Holdings moved to the "Worse" side of this theme in 2026, 2 years after the typical company in this theme (2024).
The whole theme swung hardest in 2019: 6 of 26 companies on the "Worse" side.
10 other companies' latest entry also says "Materialised".
- 2026-08-04MaterialisedEarnings
「During the cumulative third-quarter consolidated accounting period, we recorded an impairment loss of ¥194.292 million in the AI Dynamics business segment.」
An impairment loss was actually recorded in the new and AI-related business, highlighting the risk associated with recovering invested capital and monetizing the business. - FY2025RestatedAnnual report
「Additional expenses, including system investment and personnel costs, may arise ahead of the new businesses and the “SaaS business,” potentially reducing our group’s overall profit margin.」
Upfront investment in SaaS and new businesses, the time required to monetise them, and uncertainty over recovery of invested funds continued to be disclosed. - FY2024First statedAnnual report
「Additional expenses, including system investment and personnel costs, may arise ahead of the new businesses and the “SaaS business,” potentially reducing our group’s overall profit margin.」
The company identified as risks the time required for the businesses to generate stable earnings, growth not progressing as expected, and the inability to recover invested funds.